Fidelity sustainable investing

Your money. What matters to you. Working together.

What is sustainable investing?

Sustainable investing integrates environmental, social, and governance factors into investment research and decision making. We believe these factors can be critical to an investment's long-term value.


When you invest with us, you'll have confidence that the companies you invest in focus on their environmental or social impact, or how they govern themselves.

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Environmental

Companies that respond to consumer demand for sustainable practices

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Social

Companies committed to a diverse and inclusive workplace

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Governance

Companies committed to diverse board makeup, strong oversight, and shareholder-friendly policies

Why invest sustainably?


  • Environmental, social and governance issues can have a meaningful impact on companies' financial performance.
  • Investing in this way allows you to align these investment dynamics with your personal values around environmental, social, and corporate governance issues.
  • Gain exposure to sustainability mega-trends

Sustainable investing growth

Sustainable investing flows continue to see momentum year-over-year


US Industry Flows


Sustainable investing has grown drastically over ten years.

Universe: US Open-End Mutual fund + ETF. Morningstar Monthly flow calculation used for competitor data.
Source: Morningstar Direct and Fidelity Investments as of 01/31/2022

Fidelity offers multiple ways for you to invest sustainably

  • Thematic – Invests in companies that align to a sustainability-related theme.
  • Broad – Invests in companies that meet a broad range of environmental, social, and/or corporate governance criteria.

  • Thematic Sustainable Funds

    Choose from funds that focus on a specific environmental, social or governance theme.

    Mutual funds

    FAPHX

    Fidelity® Healthy Future Fund

    NEW

    Invests in health and wellness companies that improve life expectancy, enhance people's lives, and decrease negative environmental impacts.

    FCAEX

    Fidelity® Climate Action Fund

    Invests in companies that are removing, reducing, or mitigating the effects of climate change.

    FFEBX

    Fidelity® Environmental Bond Fund

    Invests in the debt of companies and projects that are recognizing, disclosing, and reducing environmental risk.

    FWOMX

    Fidelity® Women's Leadership Fund

    Invests in companies that prioritize and advance women’s leadership and development.

    FLOWX

    Fidelity® Water Sustainability Fund

    Invests in companies helping to deliver safe, reliable, and easily accessible water.

    FSLEX

    Fidelity® Environment & Alternative Energy Fund

    Focuses on alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.

    ETFs

    FRNW

    Fidelity® Clean Energy ETF

    Invests in companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen, and other renewable resources.

    FDWM

    Fidelity® Women's Leadership ETF*

    An actively managed ETF that invests in companies that prioritize and advance women's leadership.



    Learn more about thematic investing



    *These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example, you may have to pay more money to trade the shares of these ETFs. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information; the price you pay to buy ETF shares on an exchange may not match the value of each ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders; these additional risks may be even greater in bad or uncertain market conditions; each ETF will publish on Fidelity.com and i.Fidelity.com a "Tracking Basket" designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF’s holdings, it is not the ETF’s actual portfolio. The differences between these ETFs and other ETFs may also have some advantages. By keeping certain information about the ETFs secret, they may face less risk that other traders can predict or copy their investment strategy. This may improve the ETFs’ performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of these ETFs, see section below.

  • Broad Sustainable Funds

    Choose from funds that include all three ESG themes.

    Mutual funds

    FIAEX

    Fidelity® Sustainable Core Plus Bond Fund

    NEW

    Provides exposure to debt securities of all types believed to have positive ESG benefits.

    FAPGX

    Fidelity® Sustainable Low Duration Bond Fund

    NEW

    Provides exposure to shorter maturity investment-grade debt securities believed to have positive ESG benefits.

    FSIKX

    Fidelity® Sustainable Intermediate Municipal Income Fund

    NEW

    Provides exposure to investment-grade municipal debt securities believed to have positive ESG benefits.

    FSYRX

    Fidelity® Sustainable International Equity Fund

    NEW

    Provides exposure to developed market companies focused on robust ESG practices while seeking to maintain long-term growth.

    FSYJX

    Fidelity® Sustainable Emerging Markets Equity Fund

    NEW

    Provides exposure to emerging market companies with an attractive ESG profile to provide value while minimizing risk.

    FYMRX

    Fidelity® Sustainable Multi-Asset Fund

    NEW

    Combines Fidelity’s expertise in asset allocation, stock selection and ESG integration to deliver an all-in-one diversified portfolio focused on long-term growth through exposure to sustainable securities.

    FSEBX

    Fidelity® Sustainable U.S. Equity Fund


    Provides insight to current and future sustainable leaders through evaluating a company's ESG profile.

    FITLX

    Fidelity® U.S. Sustainability Index Fund

    Tracks a domestic stock benchmark that targets companies with high ESG ratings, while seeking to maintain broad market exposure.

    FNDSX

    Fidelity® Sustainability Bond Index Fund

    Tracks a benchmark of investment-grade government, corporate, and asset-backed securities from issuers with strong sustainability profiles.

    FNIDX

    Fidelity® International Sustainability Index Fund

    Tracks an international stock benchmark that targets companies with high ESG ratings, while seeking to maintain broad market exposure.

    ETFs

    FSBD

    Fidelity® Sustainable Core Plus Bond ETF

    NEW

    Provides exposure to debt securities of all types believed to have positive ESG benefits.

    FSLD

    Fidelity® Sustainable Low Duration Bond ETF

    NEW

    Provides exposure to shorter maturity investment-grade debt securities believed to have positive ESG benefits.

    FSYD

    Fidelity® Sustainable High Yield ETF

    NEW

    An actively managed fixed income ETF that seeks to provide a high level of income through core exposure to high yield bonds with high ESG ratings.

    FSST

    Fidelity® Sustainable U.S. Equity ETF*


    An actively managed ETF that provides insight to the current and future sustainable leaders through evaluating a company’s ESG profile.



    *These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example, you may have to pay more money to trade the shares of these ETFs. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information; the price you pay to buy ETF shares on an exchange may not match the value of each ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders; these additional risks may be even greater in bad or uncertain market conditions; each ETF will publish on Fidelity.com and i.Fidelity.com a "Tracking Basket" designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF’s holdings, it is not the ETF’s actual portfolio. The differences between these ETFs and other ETFs may also have some advantages. By keeping certain information about the ETFs secret, they may face less risk that other traders can predict or copy their investment strategy. This may improve the ETFs’ performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of these ETFs, see section below.

For illustrative purposes only. May not be representative of actual results

NEW
Fidelity Managed FidFolios℠

Professionally managed stock portfolios that you can tailor to your preferences3 automated for you.


  • Environmental focus – Uses environmental criteria in an effort to build a portfolio with a reduced footprint that seeks investment results similar to the Fidelity® U.S. Large Cap Index.
  • Tax-smart strategies4 – We apply a series of techniques throughout the year designed to help you keep more of what you earn.
  • Direct index investing – Personalized strategies that seek to approximate the investment results of an index.

Fidelity's approach

Fidelity takes its role as steward of our customers' money very seriously and we offer a wide range of investment options to help our customers meet their personal investing goals. For individuals focused on sustainability, Fidelity provides a diverse set of funds backed by decades of research and investment expertise. Incorporating ESG considerations into our sustainable investing strategies improves our ability to identify uniquely valuable investment opportunities. ESG research is integral to all funds that align with those investment objectives.1

ESG investing pillars

Research
Our ESG framework addresses systemic risks that investors may not consider when evaluating quantitative earnings models.

Product development
Our ESG investing team is committed to deep analysis and developing a wide range of sustainable products.

Knowledge and education
Our investment teams uses tools like proprietary ESG data sets and bottom-up analysis to assess a company's sustainability profile.

Active stewardship
We regularly measure company opportunities and risks by engaging in management team meetings and proxy voting.

Our stewardship principles


Transparency is important to our investors. With over $4.2 trillion in assets under management,2 Fidelity’s depth and breadth of research means we fully and thoroughly assess each company’s investment potential. The principles outlined in our stewardship report reflect the values, processes, and commitments we adhere to while managing our customers’ assets.


Proxy voting


Proxy voting is a tool that helps ensure companies maintain best practices for sustainability. As responsible investment stewards, Fidelity seeks to provide clear guidance on proxy voting for ESG factors.



Learn more about our stewardship principles and proxy voting

Sustainable learning from Fidelity

Global water crisis: Investing in water
Investing in sustainable water may help investors as well as the planet.
Read more

Diversity builds strength
Businesses with a diverse workforce and leadership may have an advantage.
Read more

ESG ratings: Look closer
Ratings may help you sort through the ESG field. But they are not all the same.
Read more

Environmental investing
Investing based on your principles with environmentally friendly opportunities.
Read more

How to get started investing sustainably

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Open and fund your brokerage account

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Research our sustainable funds

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Choose a fund and select buy


Get in touch

Contact us to get help.